CMF
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Counterpoint Mutual Funds’s Bristol-Myers Squibb BMY Stock Holding History

Counterpoint Mutual Funds’s Portfolio BMY Stock Details BMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-69,463
Closed -$4.21M – 311
2026
Q1 		$4.21M Buy
69,463
+64,010
+1,174% +$3.73M 0.63% 43
2025
Q4 		$294K Buy
+5,453
New +$262K 0.02% 272

Other funds holding BMY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Counterpoint Mutual Funds's BMY Position: Q2 2026 in Review

Counterpoint Mutual Funds sold out of Bristol-Myers Squibb (BMY) in Q2 2026, closing a stake of 69,463 shares — an estimated $4.21M sold.

Counterpoint Mutual Funds first reported a position in BMY in Q4 2025 and held it in 2 quarters. The position peaked at $4.21M in Q1 2026. 799 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

  • Counterpoint Mutual Funds reported no remaining Bristol-Myers Squibb position as of Q2 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 69,463 Bristol-Myers Squibb shares in Q2 2026, an estimated $4.21M.
  • Counterpoint Mutual Funds first reported a position in Bristol-Myers Squibb in Q4 2025 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Bristol-Myers Squibb position peaked at $4.21M in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.